Semiconductor Industry

AI boom sparks global chip shortage, driving prices, and supply crisis

Tech giants including Microsoft, Google and ByteDance are scrambling to secure supplies from memory-chip makers such as Micron, Samsung Electronics and SK Hynix

Suchi Semicon to begin supply of automotive, power chips next year

Suchi Semicon will start packaging QFN and power semiconductor chips at its Surat OSAT plant, with supplies beginning in January 2026, as it scales output and pursues incentives under India's ISM plan

What is xLight, the chip startup that has won Trump admin's support?

The Trump administration has agreed to invest up to $150 million in xLight, a startup building new chipmaking lasers, marking its first Chips Act award this term

Govt to modernise SCL Mohali with Rs 4,500 cr investment: Ashwini Vaishnaw

The government plans to invest Rs 4,500 crore to modernise state-owned chip company Semi-Conductor Laboratory (SCL) over the next three years, union minister Ashwini Vaishnaw said on Friday. Semi-Conductor Laboratory (SCL), an autonomous body under the Ministry of Electronics and Information Technology (MeitY), is the only integrated device manufacturing facility in the country providing end-to-end solutions for the development of Application Specific Integrated Circuits (ASICs), opto-electronics devices, and Micro Electro Mechanical System (MEMS) devices. The minister said that the centre has requested the Punjab government for a 25-acre parcel of land to support the expansion. "SCL will be modernised with an investment of Rs 4,500 crore over a period of the next three years," Vaishnaw said at the device handling ceremony here. He said SCL will play a significant role in realising the vision of Prime Minister Narendra Modi for semiconductors and assured that there is no question o

AEIM to invest ₹10,000 cr in Raipur's semiconductor plant by 2030

Semiconductor material and electronic components maker AEIM plans to invest Rs 10,000 crore in its Raipur-based facility by 2030, the company said on Monday. The company, in a regulatory filing, said it has been allotted 11.28 acre of prime industrial land by Nava Raipur Atal Nagar Vikas Pradhikaran (NRDA) in Kosala Industrial Park, Nava Raipur, Chhattisgarh, for setting up its semiconductor materials manufacturing facility. "The construction of the state-of-the-art facility will commence with immediate effect. The company is utilising advanced post-tensioned slab technology to expedite the construction process, targeting completion of the first phase by May 2026," the filing said. Chennai-based Artificial Electronics Intelligent Materials Limited (AEIML), in a statement on the development, said the investment in Chattisgarh is supported by the state's industrial policy, which has a provision for a capital subsidy of up to 40 per cent. "This state-of-the-art facility will establish

Japan is turning its dairy hub into semicon centre to rejoin global race

The Hokkaido island, which supplies over half of Japan's dairy, is being remade into a major advanced semiconductor hub, with new factories, research centres and global players moving in

Chhattisgarh govt allots land to company for semiconductor material plant

AEIM has finalised orders for advanced semiconductor manufacturing systems from global suppliers in Japan, Korea and the United States

The AI boom has found another gear: Why can't people shake their worries?

It is a time of superlatives in the tech industry, with historic profits, stock prices and deal prices. It's enough to make some people very nervous

India's chipmaking to be at par with major producers by 2032: Vaishnaw

The world's most populous nation has used a $10 billion fund to fuel its chip programme, helping to bring about several assembly, packaging and testing ventures

Dutch govt to relinquish control of China-owned chipmaker Nexperia

The Dutch government said it's relinquishing control of Chinese-owned chipmaker Nexperia, easing a standoff between China and the Netherlands that threatened supplies of semiconductors vital for global auto manufacturing. Economics Affairs Minister Vincent Karremans said Wednesday that he was suspending an earlier order to take control of Nexperia under a rarely invoked law. The Dutch government cited national security concerns and serious governance shortcomings when it took effective control of Nexperia, which is headquartered in the city of Nijmegen but owned by China's Wingtech Technology. Officials said they were trying to prevent the loss of crucial tech know-how that could threaten Europe's economic security. Nexperia chips are widely used by carmakers in North America, Japan and South Korea. Automakers warned in recent weeks that they were running low on the chips, and Honda was forced to shut down a factory in Mexico producing its popular HR-V crossover for North American

Bengaluru Tech Summit 2025: 'Look beyond coding, focus on products'

At the Bangalore Tech Summit, industry leaders said India must move from a coding-focused services model to product-led innovation, strengthening deep tech, AI and semiconductor capabilities

D-St to act as hedge for funds looking to trim global AI play, say analysts

Analysts are growing cautious about the surge in semiconductor and AI stocks, warning that stretched valuations may signal a bubble

PLI incentive schemes: achieving ambitions, but timelines and progress vary

ICRA estimates that around Rs. 2.5 trillion capex will be incurred by March 2026, which is 60-65 per cent of the total estimated capex

India's Ambassador to US, Intel CEO hold talks on semiconductor and AI push

India's Ambassador to the US Vinay Mohan Kwatra discussed with Intel's CEO Lip Bu Tan the company's semiconductor and AI initiatives and plans in India. The virtual interaction on Saturday came as New Delhi accelerates efforts to strengthen its semiconductor and AI industries under the India Semiconductor Mission and IndiaAI initiative. "Had the pleasure to interact with Mr. Lip Bu Tan, CEO of INTEL to discuss INTEL's initiatives and plans for India operations in coordination with the Government's goal to develop semiconductor and AI industry in India under the aegis of India Semiconductor Mission and India AI," Kwatra said in an X post. The interaction comes as India prepares to host a crucial AI summit in February next year. The India-AI Impact Summit 2026 will be held February 19-20 in New Delhi, the first global-scale AI summit hosted in the Global South.

Chipmaker Nexperia's power struggle threatens global auto production

A battle for control of a little-known chipmaker has threatened global auto production by choking off the semiconductor supply chain, though there are signs the crisis is inching toward a resolution. The power struggle over Nexperia, a Chinese-owned Dutch semiconductor maker, highlights how technology supply chain vulnerabilities are squeezing auto makers, most notably forcing Honda to halt production at a Mexican factory making its popular HR-V crossover for North American markets. It also exposes how Europe is caught in the middle of the wider geopolitical showdown between Washington and Beijing. Here's a look at the dispute: A surprise move ----------------- The turmoil erupted into public view in mid-October, when the Dutch government announced it had invoked a rarely used World War II-era law to take effective control of Nexperia weeks earlier. The Dutch ministry of economic affairs said it took action because of national security concerns. Officials said they intervened bec

Assam CM, Priyank Kharge trade barbs amid row over semiconductor projects

Priyank Kharge sparked controversy with remarks questioning the decision to set up semiconductor industries in Assam and Gujarat instead of Bengaluru

Samsung now taking bigger role in making Tesla chips, says Elon Musk

In July, Musk said Samsung made Tesla's AI4 chip and would produce the next-gen AI6, while TSMC handles the current in-development version

Taiwanese chipmaker TSMC sees nearly 40% jump in net profit on AI boom

Taiwan's leading computer chip maker TSMC said Thursday that its net profit surged nearly 40% in the last quarter, boosted by the surge in use of artificial intelligence. Taiwan Semiconductor Manufacturing Corp. is the world's biggest semiconductor manufacturer. It reported a net profit of a record 452.3 billion new Taiwan dollars ($15 billion) in the July-September quarter, higher than analysts' forecasts. The company earlier said its revenue jumped 30% year-on-year in the last quarter. TSMC has been building chip fabrication plants in the United States and Japan to help hedge against risks from China-US trade tensions. The chipmaker is a major supplier to companies such as Apple and Nvidia. Demand for TSMC's products is unyielding, Morningstar analysts wrote in a note this month. Given TSMC's dominance, we doubt the company would be hindered if it faced tariffs on shipments to US customers. We expect AI demand to stay resilient. US Commerce Secretary Howard Lutnick proposed last

Silicon Labs to double India workforce, hire 800 in next five years

US-based fabless semiconductor firm Silicon Labs plans to expand its India presence, doubling headcount to 1,600 as it bets on IoT, smart cities, and local electronics manufacturing

Kaynes Semicon rolls out first Made-in-India chips module, sent to US firm

About 900 intelligent power modules (IPMs) were dispatched to AOS, a Sunnyvale-based company that designs, develops, and supplies a wide range of power semiconductors globally